Ticket statuses

The nine ticket statuses, what each one means, and exactly what staff and customers can do in each of them.

Every ticket has exactly one status. Statuses describe where the conversation stands and control what customers can do — staff capabilities are governed by permissions, not by status.

The nine statuses

StatusMeaning
OpenNewly created, awaiting staff attention
In progressStaff is actively working on it
Awaiting customerStaff replied and is waiting for the customer
Required testA fix was deployed and needs customer testing
Required actionThe customer needs to take a specific action
ResolvedMarked resolved by staff
ClosedDefinitively closed
Pending closureThe customer requested closure
Closure scheduledStaff scheduled a future automatic closure

What staff can do, per status

Staff capabilities depend on permissions, not on the ticket status:

StatusSeeMessageChange statusAssign
Open
In progress
Awaiting customer
Required test
Required action
Resolved
Pending closure
Closure scheduled
Closed

A few important nuances:

  • Visibility is permission-based. Staff members without the tickets.view_all permission only see tickets they are assigned to, regardless of status.
  • Staff can always message. There is no status that blocks staff replies — staff can post on a closed ticket, which is useful for follow-ups and audit notes.
  • One closure schedule at a time. Staff can move a closure-scheduled ticket to any status, but scheduling another closure on it is rejected.

What customers can do, per status

StatusSeeReply / edit own messagesRequest closureInvite links work
Open
In progress
Awaiting customer
Required test
Required action
Resolved
Pending closure
Closure scheduled
Closed

The customer-side rules in one sentence each:

  • Seeing a ticket — the ticket creator and active participants can see the ticket in any status, including closed.
  • Replying and editing — blocked only on closed. On every other status, including resolved, customers can still reply and edit their own messages.
  • Requesting closure — possible on any status except closed, pending_closure, and closure_scheduled.
  • Invite links — stop working as soon as the ticket is resolved or closed. On a closure-scheduled ticket they still work until the closure actually happens.

Automatic transitions

Some status changes happen without anyone clicking a status selector:

  • Scheduled closure fires — when a ticket is closure_scheduled and the scheduled time passes, it is automatically closed and a system message is added.
  • Scheduling a deletion closes the ticket — when staff schedules a ticket for deletion, the ticket is closed immediately (if not already closed); the deletion itself happens later at the scheduled time.
  • Customer requests closure — the ticket moves to pending_closure immediately, and a satisfaction survey is created right away.
  • Customer closes a scheduled ticket early — when a ticket is closure_scheduled, the customer can close it immediately instead of waiting.
  • CSAT surveys follow the status — entering resolved, closed, pending_closure, or closure_scheduled creates a satisfaction survey; moving back out of these statuses deletes the survey if it has not been submitted yet. See CSAT surveys.
  • Favorites are cleared — entering resolved or closed removes the ticket from all customers' favorites.

One thing that does not happen automatically: a customer reply never changes the status. Moving a ticket out of awaiting_customer after the customer answers is a manual staff action.

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